Civic Intelligence

Joan and Steven Belkin Foundation

990PF • Fiscal year 2015 • EIN 04-3552401

Jan 01, 2015 to Dec 31, 2015 • Filed on Apr 28, 2016

30 Colpitts RoadWeston, MA 02493

(781) 891-7755

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

58th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2015 filings • <$500k nonprofits • Source year 2015

Liabilities / Revenue

58th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2015 filings • <$500k nonprofits • Source year 2015

Net Margin

2nd percentile

-1650%

Higher net margin than 2% of similar nonprofits.

2015 filings • <$500k nonprofits • Source year 2015

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2015 filings • <$500k nonprofits • Source year 2015

Asset Growth

36th percentile

-4.4%

Faster asset growth than 36% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

50th percentile

0.0%

Faster revenue growth than 50% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Down

$713

Down $33 (-4.4%) from 2014

Net Assets

Down

$713

Down $33 (-4.4%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue

Flat

$2

Flat from 2014

Expenses

Flat

$35

Flat from 2014

Net Income

Flat

-$33

Flat from 2014

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$2.0K$1.5K$1.0K$500$0Assets 2010: $1,864Liabilities 2010: $0Net Assets 2010: $1,8642010Assets 2011: $1,839Liabilities 2011: $0Net Assets 2011: $1,8392011Assets 2012: $812Liabilities 2012: $0Net Assets 2012: $8122012Assets 2013: $779Liabilities 2013: $0Net Assets 2013: $7792013Assets 2014: $746Liabilities 2014: $0Net Assets 2014: $7462014Assets 2015: $713Liabilities 2015: $0Net Assets 2015: $7132015Assets 2016: $680Liabilities 2016: $0Net Assets 2016: $6802016Assets 2017: $647Liabilities 2017: $0Net Assets 2017: $6472017Assets 2018: $651Liabilities 2018: $0Net Assets 2018: $6512018Assets 2019: $519Liabilities 2019: $0Net Assets 2019: $5192019Assets 2020: $441Liabilities 2020: $0Net Assets 2020: $4412020Assets 2021: $407Liabilities 2021: $0Net Assets 2021: $4072021Assets 2022: $276Liabilities 2022: $0Net Assets 2022: $2762022Assets 2023: $287Liabilities 2023: $0Net Assets 2023: $2872023Assets 2024: $297Liabilities 2024: $0Net Assets 2024: $2972024

Highlighted filing

2015

Assets$713
Liabilities$0
Net Assets$713

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$3.0K$2.0K$1.0K$0-$1.0KExpenses 2010: $2,0352010Expenses 2011: $352011Expenses 2012: $1,0352012Revenue 2013: $2Expenses 2013: $35Net Income 2013: -$332013Revenue 2014: $2Expenses 2014: $35Net Income 2014: -$332014Revenue 2015: $2Expenses 2015: $35Net Income 2015: -$332015Revenue 2016: $2Expenses 2016: $35Net Income 2016: -$332016Revenue 2017: $2Expenses 2017: $35Net Income 2017: -$332017Revenue 2018: $4Expenses 2018: $0Net Income 2018: $42018Revenue 2019: $3Expenses 2019: $135Net Income 2019: -$1322019Revenue 2020: $2Expenses 2020: $80Net Income 2020: -$782020Revenue 2021: $1Expenses 2021: $35Net Income 2021: -$342021Revenue 2022: $4Expenses 2022: $135Net Income 2022: -$1312022Revenue 2023: $11Expenses 2023: $0Net Income 2023: $112023Revenue 2024: $10Expenses 2024: $0Net Income 2024: $102024

Highlighted filing

2015

Revenue$2
Expenses$35
Net Income-$33
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Apr 28, 2016
Return Version
2015v2.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Steven B BelkinTrustee-$0--
Joan W BelkinTrustee-$0--
E Christopher PalmerTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Joan and Steven Belkin Foundation
EIN
04-3552401
Phone
7818917755
Address
30 Colpitts Road, Weston, MA 02493

Signing Officer

Name
Steven B Belkin
Title
Trustee
Phone
7818917755
Signed
2016-04-28
Discuss with paid preparer
Yes

Preparer

Firm
Palmer and Corbett PC
Address
30 Colpitts Road, Weston, MA 02493
Preparer
E Christopher Palmer
Phone
7818948080
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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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ReturnHeader/BuildTS02016-09-27 15:27:22Z
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ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0c/o E Christopher Palmer CPA
ReturnHeader/Filer/BusinessNameControlTxt0JOAN
ReturnHeader/Filer/EIN0043552401
ReturnHeader/Filer/PhoneNum07818917755
ReturnHeader/Filer/USAddress/AddressLine1Txt030 Colpitts Road
ReturnHeader/Filer/USAddress/CityNm0Weston
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002493
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0204086845
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Palmer and Corbett PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt030 Colpitts Road
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Weston
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002493
ReturnHeader/PreparerPersonGrp/PhoneNum07818948080
ReturnHeader/PreparerPersonGrp/PreparationDt02016-04-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0E Christopher Palmer
ReturnHeader/ReturnTs02016-05-03T07:57:40-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$297$0$297$10$0$10
2023Detailed filing. Detailed filing data is available for this year.$287$0$287$11$0$11
2022Detailed filing. Detailed filing data is available for this year.$276$0$276$4$135$131
2021Detailed filing. Detailed filing data is available for this year.$407$0$407$1$35$34
2020Detailed filing. Detailed filing data is available for this year.$441$0$441$2$80$78
2019Detailed filing. Detailed filing data is available for this year.$519$0$519$3$135$132
2018Detailed filing. Detailed filing data is available for this year.$651$0$651$4$0$4
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$647$0$647$2$35$33
2016Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$680$0$680$2$35$33
2015Detailed filing. Detailed filing data is available for this year.$713$0$713$2$35$33
2014Detailed filing. Detailed filing data is available for this year.$746$0$746$2$35$33
2013Detailed filing. Detailed filing data is available for this year.$779$0$779$2$35$33
2012Detailed filing. Detailed filing data is available for this year.$812$0$812$1,035
2011Detailed filing. Detailed filing data is available for this year.$1,839$0$1,839$35
2010XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1,864$0$1,864$2,035